Frontier Wealth Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,053
| Closed | -$275K | – | 425 |
|
|
2022
Q1 | $275K | Buy |
3,053
+858
| +39% | +$77.3K | ﹤0.01% | 324 |
|
|
2021
Q4 | $314K | Buy |
2,195
+65
| +3% | +$9.3K | 0.02% | 319 |
|
|
2021
Q3 | $269K | Buy |
2,130
+57
| +3% | +$7.2K | 0.02% | 350 |
|
|
2021
Q2 | $228K | Buy |
+2,073
| New | +$228K | 0.02% | 386 |
|